Wealth Product Specialist

Craigs Investment Partners Limited; Auckland; Híbrido; NZD 70.000 - 110.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Comprehensive health insurance

Annual Craigs Community Day

Additional week of leave

Other leave from day one

Parental leave - 26 weeks’ pay top up

Long service leave

Annual health check and flu vaccines

Flexible work options

Savings benefits and preferential rate

Descripción de la vacante

Craigs Investment Partners is seeking a Wealth Product Specialist to support regulated MIS and DIMS products, ensuring compliance with FMCA, and enhancing reporting with Power BI and automation. Auckland-based, full-time role within the Product Team.

The role requires 1–2 years in financial services, strong analytical skills, and a collaborative mindset to work with advisers and stakeholders. Central Auckland office with permanent, full-time employment.

Formación

• Relevant tertiary qualification in finance, business/commerce or science (desirable).
• General financial services and wealth management knowledge.
• Financial services experience (1–2 years).
• Proficient in technology and systems, including Microsoft 365, Excel, PowerBI, SharePoint Copilot and automation tools.
• Excellent planning, project management and time management skills.
• Excellent written and verbal communication skills, with ability to use clear and concise language.
• High level of accuracy and attention to detail.

Responsabilidades

• Assist with the ongoing requirements of the regulated MIS and DIMS products under FMCA licences.
• Undertake analysis of client, fee and product data to support reporting and decision making.
• Use Power BI, AI, automation and other tools to improve product processes.
• Assist with due diligence, verification, and change coordination for offer documents and collateral.
• Ensure offer documents inputs are verified and not misleading or deceptive.
• Ensure all offer documents and collateral are accurate for each product offering.

Conocimientos

Microsoft 365

Excel

Power BI

SharePoint Copilot

Automation tools

Educación

Finance/Commerce/Science degree

Herramientas

Power BI

SharePoint Copilot

Descripción del empleo

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Wealth Product Specialist

• Auckland
• Permanent
• Closes: 07/11/26

About the role

Craigs Investment Partners (Craigs) is looking for a detail-oriented team player with an interest in wealth management to join the Product Team as a Wealth Product Specialist. Based in our central Auckland office, this full-time permanent role that would suit someone who is starting out their career in financial services with 1 - 2 years of relevant experience on board.

The role facilitates the management of a range of our financial services products that are used by our Investment Advisers with our clients. These products may change from time to time, but currently include Managed Investment Schemes (MIS) and Discretionary Investment Management Service (DIMS) products.

The retail products are regulated under the Financial Markets Conduct Act (FMCA) which imposes a range of disclosure, reporting and processing obligations on Craigs. This role is responsible for ensuring we are meeting all regulatory requirements with regard to all disclosure and associated collateral.

To be successful in this role you should possess strong problem-solving skills, self-motivation, and the ability to collaborate effectively with other team members.

Key tasks of the role include:

• Assist with the ongoing requirements of the regulated Managed Investment Schemes (MIS) and Discretionary Investment Management Services (DIMS) products governed by the Financial Markets Conduct Act (FMCA) issued under the licences held by CIP and Craigs Investment Partners Superannuation Management Limited (CIPSML).
• Undertake analysis of client, fee and product data to support product reporting, oversight and decision making, including identifying anomalies and assisting with the resolution of the same.
• Use Power BI, AI, automation and other technology tools to support analysis and reporting and identify opportunities to improve the efficiency and effectiveness of existing product processes.
• Assist with due diligence processes, verification processes and controls, review documents, and update and co-ordinate changes to offer documents and associated collateral.
• For any managed investment scheme products, ensure all offer document inputs are verified and signed off by CIP subject matter experts, legal advisers and the supervisor as required ensuring these are not misleading or deceptive through misstatement or omission.
• Ensure all offer documents and associated collateral are accurate and appropriate for each product offering and these offer documents are not misleading or deceptive through misstatement or omission.

About you

To be successful in this role, you will ideally have:

• Relevant tertiary qualification in finance, business/commerce or science (desirable)
• General financial services and wealth management knowledge;
• Financial services experience (1 – 2 years)
• Proficient in technology and systems, including Microsoft 365, Excel, PowerBI, SharePoint Copilot and automation tools
• Excellent planning, project management and time management skills
• Excellent written and verbal communication skills, with ability to use clear and concise language
• High level of accuracy and attention to detail

Benefits

• Comprehensive health insurance
• Annual Craigs Community Day (paid volunteer day)
• Additional week of leave (conditions apply)
• Other leave (such as sick leave, bereavement leave, and family violence leave) from your first day of work
• Parental leave - 26 weeks’ pay ‘top up’ for eligible Primary Carers
• Long service leave
• Annual health check and flu vaccinations
• Flexible work options
• Savings benefits and preferential insurance rates

About the Company

Craigs Investment Partners is a multi-award-winning investment advisory firm which is one of the largest in New Zealand. With 20+ offices located throughout the country and over 650 employees, we offer solutions and advice to both private investors, corporate and institutional clients.

Why Craigs?

We pride ourselves on creating an environment where our people feel they belong and can bring their best self to work and feel valued. We grow as a team and with our clients and are always looking to support our communities – both internal and external. Our values build the foundation of how we work and how we provide great outcomes for our people and our clients.

• We are stronger together
• We strive for excellence
• We put people first
• We do what’s right

If you would like to find out more about working at Craigs, visit our Careers page - https://craigsip.com/careers